Saturday, May 31, 2025

Latest

China’s New Export Halt Threatens US Mineral Shortage

China’s recent suspension of critical mineral and magnet exports to the US is sending shockwaves through key industries, including automotive, aerospace, semiconductors, and military contracting. The abrupt halt, according to observers, appears to be part of a new regulatory system under development by the Chinese government.

The halt targets six heavy rare earth elements that are predominantly used within magnets that are essential for electric motors. Major American manufacturers, such as Ford, General Motors, Boeing, and Lockheed Martin, rely heavily on these materials for vehicles, aircraft, and defense technology.

One particular material in question, dysprosium oxide, is priced at around $204 per kilogram in Shanghai, with costs climbing higher outside of China. While rare earth magnets make up a small fraction of China’s overall exports, any disruption can still have outsized consequences on global production lines.

Japanese companies, having learned from a previous embargo in 2010, typically maintain over a year’s supply of rare earth minerals. By contrast, many US corporations, often focused on cutting costs, keep little or no inventory.

The CCP has reportedly suspended the exports, permitting the metals, as well as rare earth magnets, to only be exported with special export licenses. Licenses for which a system does not yet exist for their issuance.


Information for this story was found via the sources and companies mentioned. The author has no securities or affiliations related to the organizations discussed. Not a recommendation to buy or sell. Always do additional research and consult a professional before purchasing a security. The author holds no licenses.

Leave a Reply

Video Articles

How To Profit From $3300 Gold? An Inside Look At A Massive 300,000 Oz Project | Martino De Ciccio

We’re At The Start of a Great Silver Boom | Ross McElroy & Andy Bowering – Apollo Silver Corp

Equinox Gold Q1 Earnings: When Everything Goes Wrong

Recommended

ESGold Begins Concentration Tests Ahead Of First Production

Sterling Metals Hits 0.21% Copper Over 482.8 Metres In First Drilling At Soo Copper project

Related News

China Signals Retaliation In Trade War Against US

China has released a new white paper titled “China’s Position on Some Issues Concerning China-US...

Thursday, April 10, 2025, 10:06:00 AM

Ford Suspends Outlook Amid Rare Earth Uncertainty Within US-China Trade Volatility

Ford Motor (NYSE: F) has suspended its annual earnings guidance, citing escalating uncertainty around rare-earth...

Tuesday, May 13, 2025, 12:35:00 PM

Chinese Ownership In Musk’s SpaceX: Who Really Owns It?

Elon Musk’s privately held aerospace company SpaceX has reportedly quietly allowed Chinese investors to buy...

Friday, March 28, 2025, 03:07:00 PM

New China Package Tariffs Set to Impact Temu, Shein

President Donald Trump signed an order on Tuesday to raise duties on packages valued under...

Thursday, April 10, 2025, 03:56:00 PM

Multiple Rockets Fired at US Military Base in Syria from Iraq

Iraqi security sources and a US official said that at least five rockets were launched...

Monday, April 22, 2024, 10:34:00 AM